It’s not how much income you receive; it’s about how much of that income you get to keep.

  • We review your tax return yearly and develop a detailed analysis that we happily share with your accountant.
  • Understand if your retirement income distributions affect your social security tax status.
  • Yearly Roth Conversion Analysis.
  • Show you what assets to sell that will have the least tax liability. I.e., taking distributions from IRAs or personal accounts, etc.
  • Coordinate IRA required minimum distributions and federal and or state tax withholding.
  • Annual investment account tax-loss harvesting.
  • Gifting and charitable donations.